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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,725 | $75,962-25.3% | $154,111-63.2% | $64,173-11.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.44% | 30.32%-33.8pp | 735.18%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,952 | $3,350-11.9% | $5,298-44.3% | $2,381+24.0% |
| Participant deferral / active EE | $6,817 | $3,175+114.7% | $5,081+34.2% | $3,470+96.5% |
| Admin fee / account holder | $5,625 | $5,589+0.6% | $13,411-58.1% | $4,887+15.1% |